Ellen R. Stewart
“To give anything less than your best is to sacrifice the gift.” Steve Prefontaine
Ellen Stewart, Client Service Manager
Ms. Stewart joined Medallion in 2016 after working 20+ years as a Development Coordinator for non-profit organizations and an Office Manager in the insurance industry. Ellen brings her excellent communication skills, her passion to connect with and to help others, and the ability to anticipate the needs of clients to provide an exceptional client experience. She is at her best when interacting with our clients.
Ellen works closely with her advisors to develop and implement strategies to build strong relationships. Ms. Stewart’s work ranges from managing advisors’ schedules, meeting preparation, and account opening; to researching and resolving client issues, processing requests, and account maintenance. Ms. Stewart is the point of contact for our 401(k) plans which includes working directly with the Plan Administrators for all plan inquiries and quarterly meetings, assisting the 401(k) plan participants, and interfacing with multiple record-keepers.
Ellen’s commitments also extend to assisting and training team members, keeping up with operational procedures and industry regulations including launching paperless solutions, and organizing and executing team building activities and office get-togethers.
With her client-first approach, Ellen’s excellent organizational and time management skills, along with her attention to detail, help her to provide outstanding daily support to our team and the clients we serve.
Ellen lives in Wexford with her husband. They enjoy traveling to visit their 3 grown children and extended family members and also hiking with their dog. Ellen embraces learning outside of the office as well and recently took an online Sign Language class.
Education & Affiliations:
- Duquesne University, Bachelor of Science in Human Resource Management
- Life Insurance and Fixed Annuity license in the state of Pennsylvania
- Registered Representative – FINRA Series 99 security license
Ms. Stewart’s email address is firstname.lastname@example.org
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Medallion Wealth Management, Inc. are not affiliated.